So many things go into the process of getting paid. Even if the quoting, the negotiations, and invoicing went smoothly, the process of getting paid, allocating a payment to an invoice, and accounting for a transaction presents its own challenge. Following last month’s blog discussing the challenges that go into getting the collections process, we … Read more
On the precipice of the next release (be sure to register for your local roadshow here), we’ve decided to take a look back at the mobile app enhancements that users have access to. Acumatica continues to get even better, and here are just a few reasons why. Acumatica Version 2018 R1 Enhanced Addition of Dashboards … Read more
Both payees and accounting professionals love electronic funds transfer (EFT), and for good reason. It drastically reduces the time required to process payments, eliminates paper, and helps avoid fraud. There are three windows that must first be set up properly to be able to use the EFT/ACH feature in Microsoft Dynamics 365 Business Central: Company … Read more
Tuesday, September 24, 2019 at 11 AM PST/2 PM EST Register Here! If the mere mention of these terms leaves you feeling confused and overwhelmed, you’re not alone. Even though most U.S. businesses are required to collect and remit sales tax, few actually understand all the rules or how to comply. We asked sales … Read more
Dynamics GP Reporting Tips & Tricks Date: Wednesday, September 25th, 2019 Where: Civic Opera House, 20 North Wacker Drive, Suite 2005, Chicago, IL 60606 Time: 8:00 am – 11:00 am (Presentation to start 8:45 am sharp) Register Here! Join us for a free breakfast and get inside tips and tricks for Dynamics GP reporting … Read more
One of the many benefits of Teams is that you can sync a Teams Channel file space with your local OneDrive. This allows you to work with files locally without touching the Teams interface. This works great when you need to jump to and from several different files throughout your day, or if you need … Read more
Fabrication companies face an onslaught of challenges. Offshoring, recruitment, commodity fluctuation, and more—but one of the most pressing issues? Many are falling behind technologically. From marketing to management, the phrase “digital technology revolution” is a top priority for fabricators. Why Digital Technology is Right for Fabricators There is good reason for this: the increased presence … Read more
Analysts love to look at software. Whether it’s the ability to execute and market presence, functionality and usability, or any of the other criteria for ranking vendors and products, one of the most important albeit overlooked criteria is whether users like the software. Often, it’s hard to convince someone to review a product, and unless … Read more
There are many good reasons to switch your ERP (Enterprise Resource Planning) solutions to the cloud: cost, convenience, versatility, security, etc. But one especially good reason is the amount and types of risk that can be mitigated with Cloud ERP. What Risks are On-Premise Systems Vulnerable to? One of the major risks that organizations face … Read more
SmartList Designer Tips Next in our series of SmartList Designer blogs, we’ll look at optimizing a basic purchasing SmartList. (If you need a refresher on SmartList Designer, or missed the first blog, you can find it here.) Let’s say that a purchasing manager wants to view all the historical transactions for a vendor. However, the … Read more
SmartList Designer Tips for Dynamics GP As most Microsoft Dynamics GP users know, with every version of the system comes with the advanced reporting tool called SmartList. Out of the box, SmartList has several pre-made reports to choose from, all of which pull directly from your Dynamics GP tables, and are column-based (meaning Excel-friendly). In … Read more
Take a look at your desk. What do you see? A stack of invoices, receipts, or other paper? Open your inbox. How many emails have an attached spreadsheet that needs to be edited? For growing businesses, the use of paper and spreadsheets is common, but as you grow, continued reliance on these is going to … Read more
When you think of the concept of quote-to-cash, there are many steps that go into the process and many areas for improvement. From the initial configuration and pricing to the contract creation and negotiation to sending the invoice, everything needs to move forward quickly and accurately. Following our last blog on the quote-to-cash process discussing … Read more
Tips from Acumatica Development I recently had a request to set a default value on a grid with the value of the field from the line above it. Let’s suppose you want to default the quantity on the Bills and Adjustments screen, with the quantity from the prior line. Consider using the pattern below. … Read more
You probably already know that you can email invoices directly from Microsoft Dynamics 365 Business Central with its seamless integration with Outlook. But the integrations don’t stop there. Did you know that you can take it a step further by accepting electronic payments using Microsoft Pay or PayPal? Do you know how easy it is … Read more
Every day, we hear horror stories about businesses losing money to ransomware attackers. All it takes is one person to open the wrong email and instantly, all your data is held captive unless you pay up. Recently, Riviera Beach, Florida was a victim of this type of attack, crippling the entire city’s computer system. It … Read more
Valuation methods are what determines how the costs of inventory items are calculated. There are several different methods you can use in Microsoft Dynamics GP. I recently had a client question how the various Inventory Valuation Methods in Dynamics GP differ. In this client’s case, the valuation they were using did not make sense for … Read more
As I was working with a client, I experienced an issue getting Workflow Emails to send using a Google/Gmail account. Even though I entered all the necessary account and SMTP information, I couldn’t get the test email to go through the Workflow Setup window in Dynamics GP 2016. No Errors I attempted to send the … Read more
Revenue is at the heart of your business. You can make the best product or provide the best service in the world, but if you’re not bringing in money, you won’t be in business for long. Few—if any—businesses can survive for long providing a poor buying experience for their customers, and as your business grows, … Read more
Recently, while attending our Acumatica team meeting, the conversation evolved into unfiltered comments from our consultants who are working with the new version, Acumatica 2019 R1. Here’s an overview – highlights, pros & cons, and some questions: Highlights First of all, everyone is excited about how many added features and changes were packed into Acumatica … Read more
It’s been a long time since I’ve found something this cool in Microsoft PowerPoint, so I had to share! Motion paths for animating objects in PowerPoint. Here’s the scenario: My manager came to me one morning with this slide and said: “I need ‘Member 1’ to be grouped and animated with 4 random ‘Subs’ and … Read more
You’ve likely heard the phrase, “a chain is only as strong as its weakest link.” For product-based businesses, whose customers rely on an efficient supply chain that connects source to end user, a stockout harms everyone—often in more ways than you’d think. Ultimately creating a ripple effect, someone has to pay to rectify it. How … Read more
Microsoft Dynamics GP has been a mainstay in the ERP community. Designed for small and mid-sized businesses who want a reliable and well-vetted solution, GP has evolved and grown to be one of the most trusted ERP vendors for this market. However, no matter how consistent this solution is, no matter how powerful, there are … Read more
Are you interested in Power BI? Maybe you’re wondering what it can do for your business and Dynamics GP data? We recommend starting with this Microsoft self-paced, hands-on learning tutorial, “Explore what Power BI can do for you.” You will learn: Understand Power BI service basic concepts and terminology. Find your content in dashboards, reports, … Read more